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Are you planning on buying a home in the next 6 months?
Buying a Home
Right now, do you think it is financially smarter to buy a home or rent?
Buying a Home
Do you have an employer sponsored pension program?
Retirement Plans
Does your employer match your 401(k) contributions?
Retirement Plans
Do you plan on maxing out your 401(k) this year?
Retirement Plans
Do you have an employer-sponsored 401(k), or equivalent, retirement plan?
Retirement Plans
How well-tuned are your personal allowances on your W-4 form?
Paycheck Planning
How much do you have saved for a down payment on a new home?
Buying a Home
Is your home worth more or less than your outstanding loan balance?
Home Equity
Do you have a 15-year, 30-year or other type of mortgage?
Mortgage
What type of mortgage do you have or are you shopping for?
Mortgage
How have you used the equity in your home?
Home Equity
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